Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 2,131 institutions that hold shares in the stock, with a total of 986 Million shares, which have been reported (via 13F filing form) to have a value of $53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
3,505
shares
|
$188,569
0.09% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$188,353
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$188,353
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,464
shares
|
$186,363
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
3,394
shares
|
$182,597
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,271
shares
|
$175,979
0.01% of portfolio
|
Q3 2023
Added 1340.97%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
3,141
shares
|
$168,985
0.05% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,136
shares
|
$168,716
0.03% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
3,130
shares
|
$168,394
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
3,118
shares
|
$167,748
0.04% of portfolio
|
Q4 2024
Reduced 48.37%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,084
shares
|
$165,919
0.05% of portfolio
|
Q2 2025
Added 101.57%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
3,076
shares
|
$165,488
0.02% of portfolio
|
Q2 2025
Added 45.92%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
3,060
shares
|
$164,628
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
3,048
shares
|
$163,982
0.04% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
3,000
shares
|
$161,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
2,969
shares
|
$159,732
0.07% of portfolio
|
Q2 2025
Reduced 48.53%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,943
shares
|
$158,333
0.01% of portfolio
|
Q3 2020
Reduced 20.42%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
2,930
shares
|
$157,634
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
2,897
shares
|
$155,858
0.05% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,879
shares
|
$154,890
0.06% of portfolio
|
Q2 2025
Added 35.23%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
2,853
shares
|
$153,491
0.03% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2,847
shares
|
$153,168
0.04% of portfolio
|
Q2 2025
Reduced 29.44%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
2,829
shares
|
$152,200
0.02% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,792
shares
|
$150,209
0.06% of portfolio
|
Q2 2025
Added 52.9%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,791
shares
|
$150,155
0.11% of portfolio
|
Q2 2025
Reduced 7.52%
|